A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Iht Wealth Management, LLC holds 144,992 shares of MTGP stock, worth $6.31 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
144,992
Previous 155,605 6.82%
Holding current value
$6.31 Million
Previous $6.71 Million 2.61%
% of portfolio
0.19%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$42.89 - $45.8 $455,191 - $486,075
-10,613 Reduced 6.82%
144,992 $6.54 Million
Q2 2024

Aug 14, 2024

BUY
$42.16 - $43.53 $466,373 - $481,528
11,062 Added 7.65%
155,605 $6.71 Million
Q1 2024

May 15, 2024

BUY
$42.95 - $44.16 $299,748 - $308,192
6,979 Added 5.07%
144,543 $6.27 Million
Q4 2023

Feb 14, 2024

BUY
$40.46 - $44.04 $5.57 Million - $6.06 Million
137,564 New
137,564 $6.04 Million

Others Institutions Holding MTGP

About WISDOMTREE TREE MORTGAGE PLUS


  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
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